IT icon

Gartner
IT

Overview Fund Activity

498 hedge funds and large institutions have $13.1B invested in Gartner in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 149 increasing their positions, 173 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+55
Holders Change %
+12.42%
% of All Funds
9.83%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
94
Increased
149
Reduced
173
Closed
27
Calls
$11.9M
Puts
$11.9M
Net Calls
-$87K
Net Calls Change
+$3.13M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
$157M
2
WRF
Waddell & Reed Financial
Kansas
$88M
3
Ameriprise
Ameriprise
Minnesota
$150M
4
CS
Credit Suisse
Switzerland
$47.1M
5
Morgan Stanley
Morgan Stanley
New York
$402M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$547M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$243M
3
Select Equity Group
Select Equity Group
New York
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$80.8M
5
Invesco
Invesco
Georgia
$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
476
Estabrook Capital Management
New York
$4.01K – – –
AF
477
Allworth Financial
California
$4K – – –
WAP
478
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
HI
479
Hudock Inc
Pennsylvania
$3K – – –
CFFP
480
Center for Financial Planning
Michigan
$3K +$3K +17 New
BAM
481
Bellevue Asset Management
Washington
$3K +$3K +19 New
SWA
482
Sutton Wealth Advisors
Florida
$2.47K +$771 +5 +45%
IA
483
IFP Advisors
Florida
$2K – – –
BHWM
484
Bay Harbor Wealth Management
Maryland
$2K – – –
JPLA
485
Joseph P. Lucia & Associates
New York
$2K – – –
WCM
486
Wealthcare Capital Management
Virginia
$2K +$2K +14 New
TI
487
tru Independence
Oregon
$2K +$2K +20 New
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.85K – – –
GFPC
489
Global Financial Private Client
Florida
$1.7K +$1.7K +11 New
LP
490
LMR Partners
United Kingdom
$1.12K +$1.12K +7,293 New
Fidelity International
491
Fidelity International
Bermuda
$1K -$125 -1 -11%
BCA
492
Berman Capital Advisors
Georgia
$1K – – –
WWM
493
Willingdon Wealth Management
North Carolina
$1K – – –
MAM
494
Meeder Asset Management
Ohio
$1K +$500 +3 +100%
SQA
495
Simon Quick Advisors
New Jersey
$1K +$1K +7 New
Select Equity Group
496
Select Equity Group
New York
– -$114M -796,199 Closed
Nomura Holdings
497
Nomura Holdings
Japan
– -$30.5M -216,219 Closed
First Trust Advisors
498
First Trust Advisors
Illinois
– -$24.7M -172,647 Closed
NC
499
Nitorum Capital
New York
– -$11M -76,783 Closed
DnB Asset Management
500
DnB Asset Management
Norway
– -$1.46M -10,186 Closed
17 18 19
20
21